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UK

Fred Jones

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Investment Manager

I joined the company in 2022 and have over a decade of experience in investment management. I specialise in providing tailored investment portfolios, built around each client's personal aspirations and individual circumstances. My investment philosophy is centred around putting capital preservation at the heart of each portfolio. I manage assets on behalf of a range of clients, including business owners, individuals, pension funds, trusts, and charities. I have built a base of clients who have founded their own businesses, whom I help through all stages of their entrepreneurial journey. I pride myself on delivering the highest level of service to all clients and have been encouraged by my clients’ trust and willingness to refer their friends and family. I was awarded Citywire 30 under 30 in 2014.

Location: London

A bit about me:

I am a proud husband and father of two young sons. Outside of parenthood, I am a competitive powerlifter and rugby enthusiast. I can also be found in front of the BBQ attempting the perfect steak.

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

Can-do is our clients knowing we will endeavour to provide the highest level of service. We are big enough to matter, but small enough to care.

Contact:

View Fred Jones's profile on LinkedIn

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.